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One Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

One Capital Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.78M Buy
8,856
+1,564
+21% +$520K 0.08% 173
2025
Q4 		$2.36M Sell
7,292
-18,847
-72% -$6.13M 0.07% 173
2025
Q3 		$8.37M Sell
26,139
-607
-2% -$183K 0.27% 84
2025
Q2 		$7.65M Sell
26,746
-1,603
-6% -$422K 0.26% 88
2025
Q1 		$7.24M Sell
28,349
-46
-0.2% -$13K 0.24% 96
2024
Q4 		$8.17M Sell
28,395
-2,270
-7% -$672K 0.27% 93
2024
Q3 		$8.71M Sell
30,665
-1,041
-3% -$285K 0.28% 94
2024
Q2 		$8.32M Sell
31,706
-291
-0.9% -$75.5K 0.28% 85
2024
Q1 		$8.66M Sell
31,997
-630
-2% -$161K 0.31% 78
2023
Q4 		$8.23M Sell
32,627
-1,393
-4% -$314K 0.33% 76
2023
Q3 		$7.63M Buy
34,020
+310
+0.9% +$74.2K 0.34% 72
2023
Q2 		$8.18M Buy
33,710
+4,954
+17% +$1.14M 0.37% 64
2023
Q1 		$6.52M Buy
28,756
+1,410
+5% +$323K 0.32% 87
2022
Q4 		$5.87M Sell
27,346
-287
-1% -$62.9K 0.31% 90
2022
Q3 		$5.71M Buy
27,633
+3,288
+14% +$740K 0.34% 79
2022
Q2 		$5.02M Buy
24,345
+2,889
+13% +$644K 0.3% 87
2022
Q1 		$5.49M Buy
21,456
+1,622
+8% +$415K 0.29% 92
2021
Q4 		$5.81M Sell
19,834
-1,454
-7% -$438K 0.44% 58
2021
Q3 		$6.25M Sell
21,288
-1,202
-5% -$361K 0.52% 43
2021
Q2 		$7.01M Buy
22,490
+909
+4% +$273K 0.62% 36
2021
Q1 		$6.49M Sell
21,581
-3,055
-12% -$948K 0.72% 33
2020
Q4 		$7.06M Sell
24,636
-2,194
-8% -$559K 0.85% 25
2020
Q3 		$5.94M Sell
26,830
-537
-2% -$118K 0.81% 25
2020
Q2 		$5.66M Buy
27,367
+7,429
+37% +$1.39M 0.81% 27
2020
Q1 		$3.15M Sell
19,938
-1,883
-9% -$374K 0.53% 47
2019
Q4 		$4.67M Sell
21,821
-1,367
-6% -$277K 0.72% 30
2019
Q3 		$4.47M Sell
23,188
-386
-2% -$76.5K 0.74% 31
2019
Q2 		$4.74M Sell
23,574
-81
-0.3% -$16K 0.81% 28
2019
Q1 		$4.65M Sell
23,655
-705
-3% -$134K 0.83% 26
2018
Q4 		$4.09M Buy
24,360
+3,176
+15% +$592K 0.83% 28
2018
Q3 		$4.56M Sell
21,184
-1,842
-8% -$393K 0.82% 28
2018
Q2 		$4.71M Sell
23,026
-1,154
-5% -$231K 0.89% 27
2018
Q1 		$4.61M Sell
24,180
-1,510
-6% -$290K 0.9% 28
2017
Q4 		$4.8M Sell
25,690
-4,679
-15% -$854K 0.96% 25
2017
Q3 		$5.43M Sell
30,369
-5,808
-16% -$987K 1.13% 24
2017
Q2 		$6.11M Sell
36,177
-20,176
-36% -$3.32M 1.79% 15
2017
Q1 		$9.11M Sell
56,353
-23,786
-30% -$3.78M 2.83% 10
2016
Q4 		$12.3M Sell
80,139
-2,235
-3% -$334K 3.92% 5
2016
Q3 		$12.3M Buy
82,374
+757
+0.9% +$110K 4% 4
2016
Q2 		$11.2M Sell
81,617
-2,649
-3% -$358K 3.9% 2
2016
Q1 		$11.2K Buy
84,266
+4,637
+6% +$579K 0.44% 5
2015
Q4 		$11.6M Sell
79,629
-2,201
-3% -$312K 3.95% 3
2015
Q3 		$11M Buy
81,830
+2,646
+3% +$392K 3.99% 3
2015
Q2 		$12.2M Buy
79,184
+4,862
+7% +$745K 3.51% 4
2015
Q1 		$11.3M Buy
74,322
+3,162
+4% +$461K 3.39% 5
2014
Q4 		$10.1M Buy
71,160
+4,181
+6% +$566K 3.8% 2
2014
Q3 		$8.69M Buy
66,979
+1,321
+2% +$177K 3.11% 5
2014
Q2 		$9.09M Buy
65,658
+1,970
+3% +$259K 3.67% 3
2014
Q1 		$8.66M Buy
+63,688
New +$8.71M 3.29% 5

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

One Capital Management's IWO Position: Q1 2026 in Review

One Capital Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 21% in Q1 2026, buying an estimated $520K and bringing the position to 8,856 shares worth $2.78M. The position accounts for 0.08% of the portfolio, ranked #173.

One Capital Management first reported a position in IWO in Q1 2014 and has held it in 49 quarters since. The position peaked at $12.3M in Q4 2016. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • One Capital Management held 8,856 shares of iShares Russell 2000 Growth ETF worth $2.78M as of Q1 2026.
  • One Capital Management bought 1,564 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $520K.
  • iShares Russell 2000 Growth ETF made up 0.08% of One Capital Management's portfolio in Q1 2026, its #173 holding.
  • One Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and has held it in 49 quarters since.
  • One Capital Management's iShares Russell 2000 Growth ETF position peaked at $12.3M in Q4 2016.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.